IBMM

iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM

Overview Fund Activity
Delisted

IBMM was delisted on the 2nd of December, 2024.

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159 hedge funds and large institutions have $456M invested in iShares iBonds Dec 2024 Term Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 61 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+11
Holders Change %
+7.43%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
54
Reduced
61
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$53.6M
2
KCM
Kathmere Capital Management
Pennsylvania
$15.4M
3
NEPWA
New England Private Wealth Advisors
Massachusetts
$3.62M
4
RFC
Regions Financial Corp
Alabama
$6.24M
5
CIA
Covington Investment Advisors
Pennsylvania
$7.23M

Top Sellers

1
Jane Street
Jane Street
New York
$3.25M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Stifel Financial
Stifel Financial
Missouri
$7.21M
4
Goldman Sachs
Goldman Sachs
New York
$3.62M
5
GA
Gateway Advisory
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$430K -$85.7K -3,302 -17%
CFS
102
Commonwealth Financial Services
West Virginia
$428K +$153K +5,887 +55%
AIP
103
Ameritas Investment Partners
Nebraska
$425K -$6.48K -250 -2%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$416K -$431K -16,638 -51%
ST
105
Spinnaker Trust
Maine
$415K +$100K +3,870 +32%
WA
106
Wealthstar Advisors
Texas
$408K – – –
LNC
107
Lincoln National Corp
Pennsylvania
$402K -$124K -4,778 -24%
RCAG
108
Rehmann Capital Advisory Group
Michigan
$395K +$15K +579 +4%
PCIA
109
Prime Capital Investment Advisors
Kansas
$393K -$51.8K -1,999 -12%
LPT
110
Legacy Private Trust
Wisconsin
$381K -$760K -29,305 -67%
PCH
111
PGIM Custom Harvest
New Jersey
$375K -$79.6K -3,068 -18%
WI
112
WrapManager Inc
California
$375K +$38.6K +1,488 +11%
ADL
113
Asset Dedication LLC
California
$372K – – –
CCM
114
Coldstream Capital Management
Washington
$354K +$46.9K +1,808 +15%
BFG
115
Beacon Financial Group
Texas
$337K +$2.52K +97 +0.8%
CAN
116
Cetera Advisor Networks
California
$336K -$523K -20,176 -61%
CCA
117
Cora Capital Advisors
New Jersey
$318K – – –
HS
118
Horan Securities
United States
$306K +$59.4K +2,290 +24%
CGFA
119
Colton Groome Financial Advisors
North Carolina
$302K – – –
RW
120
RVW Wealth
California
$302K +$302K +11,636 New
Financial Engines Advisors
121
Financial Engines Advisors
California
$300K +$300K +11,552 New
SWA
122
Stratos Wealth Advisors
Ohio
$288K – – –
APP
123
Avantax Planning Partners
Iowa
$286K -$359K -13,853 -56%
WSTAM
124
Wilbanks Smith & Thomas Asset Management
Virginia
$283K – – –
CIC
125
Carnegie Investment Counsel
Ohio
$278K -$187K -7,200 -40%
3 4
5
6 7